EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.53B
1-Year Est. Return 23.79%
This Quarter Est. Return
1 Year Est. Return
+23.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.58B
AUM Growth
+$73.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,166
New
Increased
Reduced
Closed

Top Buys

1
+$8.22M
2
+$5.18M
3
+$3.56M
4
AVDE icon
Avantis International Equity ETF
AVDE
+$2.91M
5
MSTR icon
Strategy Inc
MSTR
+$2.82M

Top Sells

1
+$126M
2
+$7.27M
3
+$3.26M
4
PLTR icon
Palantir
PLTR
+$1.27M
5
TPLC icon
Timothy Plan US Large/Mid Cap Core ETF
TPLC
+$1.23M

Sector Composition

1 Technology 11.59%
2 Financials 6.67%
3 Consumer Discretionary 6.51%
4 Industrials 3.68%
5 Healthcare 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.88M 0.5%
104,796
+1,701
52
$7.72M 0.49%
98,463
+2,331
53
$7.66M 0.49%
132,522
+2,330
54
$7.37M 0.47%
38,622
-69
55
$7.21M 0.46%
187,714
+1,678
56
$6.84M 0.43%
45,129
-2,065
57
$6.84M 0.43%
107,910
+3,255
58
$6.72M 0.43%
31,875
+288
59
$6.56M 0.42%
11,441
-577
60
$6.5M 0.41%
109,258
+3,059
61
$6.48M 0.41%
61,567
-903
62
$6.3M 0.4%
826,917
+28,427
63
$6.07M 0.38%
45,825
-7,975
64
$5.88M 0.37%
15,657
-1,376
65
$5.64M 0.36%
69,807
-2,538
66
$5.52M 0.35%
88,696
-494
67
$5.4M 0.34%
155,346
+55,347
68
$5.4M 0.34%
67,032
-131
69
$5.24M 0.33%
125,781
-129
70
$5.07M 0.32%
148,852
+11,422
71
$5.06M 0.32%
179,691
+5,556
72
$5.05M 0.32%
39,337
+42
73
$5.04M 0.32%
15,660
-20
74
$4.89M 0.31%
151,439
-21,885
75
$4.84M 0.31%
7
+4
1 2
3
4 5